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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
5026
BCK Partners
New York
$870K +$404 +2 +0%
HA
5027
HFG Advisors
Ohio
$869K -$35.3K -175 -4%
KC
5028
Kinloch Capital
Virginia
$865K +$242K +1,200 +40%
TWA
5029
Trellis Wealth Advisors
California
$860K – – –
CCA
5030
Covey Capital Advisors
Georgia
$859K -$202K -1,000 -19%
RWRC
5031
R.W. Roge & Company
New York
$858K -$2.15M -10,637 -72%
AIM
5032
Archer Investment Management
Texas
$858K -$287K -1,420 -25%
CMMS
5033
Comprehensive Money Management Services
Florida
$850K +$25.6K +127 +3%
SAIG
5034
Semper Augustus Investments Group
Colorado
$849K – – –
IWM
5035
IMG Wealth Management
Florida
$847K +$176K +871 +27%
PF
5036
Parker Financial
Washington
$845K +$72.5K +359 +10%
BBW
5037
Blue Barn Wealth
Utah
$845K -$249K -1,232 -23%
WFC
5038
Western Financial Corp
California
$845K -$20.2K -100 -2%
PWM
5039
Proathlete Wealth Management
Florida
$844K +$27.1K +134 +3%
UI
5040
Unconventional Investor
New Hampshire
$841K -$55.5K -275 -6%
WAG
5041
Windsor Advisory Group
Ohio
$838K +$32.1K +159 +4%
AC
5042
ASB Consultores
Florida
$838K +$38.4K +190 +5%
DHC
5043
Drum Hill Capital
Connecticut
$836K – – –
I
5044
InceptionR
California
$834K +$821K +4,066 New
KFSC
5045
Keystone Financial Services (Colorado)
Colorado
$834K +$32.9K +163 +4%
OFO
5046
OneAscent Family Office
Alabama
$833K -$1.16M -5,759 -59%
FA
5047
Freestate Advisors
Kansas
$832K +$606 +3 +0.1%
FP
5048
FFG Partners
Florida
$832K +$606 +3 +0.1%
PM
5049
Penbrook Management
New York
$832K – – –
FF
5050
Friedenthal Financial
New Jersey
$832K -$180K -889 -18%
200 201
202
203 204